Compare HDFC Long Term Advantage Direct Plan Growth vs HDFC ELSS Tax Saver Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HDFC Long Term Advantage Direct Plan GrowthEquity
ELSS
NOT AVAILABLE
HDFC ELSS Tax Saver Direct Plan GrowthEquity
ELSS
4.0
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HDFC Long Term Advantage Direct Plan Growth

(36.1%)

HDFC ELSS Tax Saver Direct Plan Growth

(46.4%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	Not Supported	₹500	-
Expense Ratio	1.80%	1.13%	-
NAV	₹625.4 (14-Jan-2022)	₹1259.2 (22-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹1,312Cr	₹13,990Cr	-
Exit Load	Nil	Nil	-

Returns

1Y
36.1%
46.4%
-
3Y
21.2%
27.8%
-
5Y
18.0%
18.3%
-

Pros & Cons

Pros
Found nothing so far.
1. Exit load is zero2. Lower expense ratio: 1.13%3. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y4. Higher alpha: 7.58
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 
-

Cons
Found nothing so far.
1. 10Y annualised returns lower than category average by 0.47%2. Lock-in period: 3Y
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Infosys Ltd.
9.7%
ICICI Bank Ltd.
9.5%
Reliance Industries Ltd.
9.0%
HDFC Bank Ltd.
9.0%
Housing Development Finance Corpn. Ltd.
7.9%
State Bank of India
7.4%
Larsen & Toubro Ltd.
5.5%
ITC Ltd.
4.7%
Carborundum Universal Ltd.
4.5%
Redington India Ltd.
4.3%
Name
Assets
ICICI Bank Ltd.
9.8%
HDFC Bank Ltd.
9.5%
Axis Bank Ltd.
6.1%
Hindustan Aeronautics Ltd.
5.7%
Cipla Ltd.
5.6%
State Bank of India
5.4%
Bharti Airtel Ltd.
4.7%
SBI Life Insurance Company Ltd.
4.6%
HCL Technologies Ltd.
4.3%
Apollo Hospitals Enterprise Ltd.
3.6%
-

Fund Manager

Name
Chirag Setalvad
Roshi Jain
-
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Ms. Jain is a CFA, ACA and PGDM.
-
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Prior to joining HDFC Asset Management Company Limited, she has worked with Franklin Templeton Investments, Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.
-

About Fund

Description
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
-
Launch Date
10 Dec 1999
10 Dec 1999
-
Custodian
NA
Deutsche Bank
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

HDFC Long Term Advantage Direct Plan Growth

HDFC ELSS Tax Saver Direct Plan Growth

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HDFC Long Term Advantage Direct Plan Growth

HDFC ELSS Tax Saver Direct Plan Growth

Found nothing so far.

1. Exit load is zero

2. Lower expense ratio: 1.13%

3. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

4. Higher alpha: 7.58 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

Found nothing so far.

1. 10Y annualised returns lower than category average by 0.47%

2. Lock-in period: 3Y

Holding Analysis

Top Holdings

Popular Comparisons